Trace Wealth Advisors LLC cut its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 53.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 46,965 shares of the company’s stock after selling 54,193 shares during the period. Dimensional US Marketwide Value ETF comprises approximately 1.9% of Trace Wealth Advisors LLC’s holdings, making the stock its 10th biggest position. Trace Wealth Advisors LLC’s holdings in Dimensional US Marketwide Value ETF were worth $2,583,000 as of its most recent SEC filing.
A number of other hedge funds also recently added to or reduced their stakes in the stock. Modera Wealth Management LLC bought a new position in Dimensional US Marketwide Value ETF in the third quarter worth about $123,016,000. Evanson Financial LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the 2nd quarter valued at about $72,471,000. Verus Financial Partners Inc. purchased a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter worth approximately $49,985,000. Aspiriant LLC purchased a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter worth approximately $39,026,000. Finally, Mather Group LLC. purchased a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter worth approximately $25,671,000.
Dimensional US Marketwide Value ETF Trading Up 1.3%
NYSEARCA DFUV opened at $57.35 on Thursday. The firm has a market capitalization of $15.75 billion, a P/E ratio of 15.88 and a beta of 0.89. The firm’s fifty day simple moving average is $56.39 and its two-hundred day simple moving average is $53.34. Dimensional US Marketwide Value ETF has a 12-month low of $43.65 and a 12-month high of $57.89.
Dimensional US Marketwide Value ETF Profile
The Dimensional US Marketwide Value ETF (DFUV) is an exchange-traded fund that is based on the Russell 3000 Value index. The fund is an actively managed portfolio of US stocks, selected for having value characteristics. The fund seeks to provide long-term capital appreciation. DFUV was launched on Dec 16, 1998 and is managed by Dimensional.
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